-75.2%
PCG vs ENPH
+2,033.5%
-2,108.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.8% | -3.1% | +3.1% |
| 7D | +5.4% | +9.3% | -3.9% | +4.7% |
| 30D | -15.1% | -7.3% | -7.9% | -14.6% |
| 3M | -9.8% | -31.7% | +21.9% | -7.4% |
| 6M | -18.0% | -3.5% | -14.5% | -19.1% |
| YTD | -7.2% | +21.2% | -28.4% | -10.9% |
| 1Y | +2.9% | +0.1% | +2.8% | 0.0% |
| 3Y | -11.1% | -67.7% | +56.6% | -8.5% |
| 5Y | +61.8% | -76.2% | +138.0% | +65.4% |
| 10Y | -75.2% | +2,057.2% | -2,132.4% | -79.7% |
| All | -75.2% | +2,033.5% | -2,108.7% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling